Cambridge Trust’s Xcel Energy XEL Stock Holding History

Cambridge Trust’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$16.1K	Hold	300	–	–	﹤0.01%	543
2023 Q4	$18.6K	Sell	300 -13	-4%	-$780	﹤0.01%	514
2023 Q3	$17.9K	Sell	313 -168	-35%	-$10.1K	﹤0.01%	513
2023 Q2	$29.9K	Hold	481	–	–	﹤0.01%	474
2023 Q1	$32.4K	Hold	481	–	–	﹤0.01%	486
2022 Q4	$34K	Sell	481 -12	-2%	-$798	﹤0.01%	491
2022 Q3	$32K	Buy	493 +12	+2%	+$874	﹤0.01%	506
2022 Q2	$34K	Sell	481 -1,058	-69%	-$77K	﹤0.01%	542
2022 Q1	$111K	Sell	1,539 -905	-37%	-$62.2K	﹤0.01%	411
2021 Q4	$165K	Buy	+2,444	New	+$159K	0.01%	358
2021 Q2	–	Sell	-3,944	Closed	-$262K	–	282
2021 Q1	$262K	Buy	+3,944	New	+$249K	0.01%	233

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cambridge Trust's XEL Position: Q1 2024 in Review

Cambridge Trust held its Xcel Energy (XEL) position steady in Q1 2024 at 300 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Cambridge Trust first reported a position in XEL in Q1 2021 and has held it in 11 quarters since. The position peaked at $262K in Q1 2021. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Cambridge Trust held 300 shares of Xcel Energy worth $16.1K as of Q1 2024.
Cambridge Trust left its Xcel Energy share count unchanged in Q1 2024.
Xcel Energy made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #543 holding.
Cambridge Trust first reported a position in Xcel Energy in Q1 2021 and has held it in 11 quarters since.
Cambridge Trust's Xcel Energy position peaked at $262K in Q1 2021.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.